Group 1 - The semiconductor sector is experiencing active performance, with several stocks showing significant gains, including Dongxin Co. leading with a 17.33% increase and Ashi Chuang following with an 11.82% rise [2] - Guosen Securities highlights a comprehensive rebound in the semiconductor industry, driven by a "macro policy cycle, industry inventory cycle, and AI innovation cycle," leading to an expansion in valuations [2] - The consumer electronics sector is benefiting from AI edge innovation and the implementation of tariff policies, showing signs of bottoming out, while the industrial sector is experiencing widespread recovery [2] Group 2 - The electronic sector is expected to improve its supply-demand situation by 2025 due to intensive catalysts [2]

（原标题：40只股收盘价创历史新高） 今日收盘价创历史新高股一览 | 代码 | 简称 | 收盘价（元） | 日涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | | 688110 东芯股份 | | 53.97 | 17.33 | 电子 | | 300885 海昌新材 | | 23.35 | 13.85 | 机械设备 | | 301038 深水规院 | | 34.00 | 10.86 | 建筑装饰 | | 001267 汇绿生态 | | 13.08 | 10.01 | 建筑装饰 | | 603280 南方路机 | | 49.87 | 9.99 | 机械设备 | | 603367 辰欣药业 | | 28.52 | 9.99 | 医药生物 | | 688585 上纬新材 | | 92.07 | 9.37 | 基础化工 | | 430478 峆一药业 | | 25.10 | 9.23 | 医药生物 | | 301489 思泉新材 | | 86.38 | 9.07 | 电子 | | 603226 菲林格尔 | | 19.52 | 8.87 | 轻工制造 | | 871970 ...

两融数据显示，该股最新（7月29日）两融余额为8.75亿元，其中，融资余额为8.72亿元，近10日增加 4638.15万元，环比增长5.62%。 公司发布的一季报数据显示，一季度公司共实现营业收入1.42亿元，同比增长33.90%，实现净利 润-5924.18万元，同比下降33.11%，基本每股收益为-0.1400元。（数据宝） （文章来源：证券时报网） 东芯股份股价创出历史新高，截至11:00，该股上涨14.09%，股价报52.48元，成交量5257.30万股，成交 金额26.34亿元，换手率11.89%，该股最新A股总市值达232.09亿元，该股A股流通市值232.09亿元。 证券时报·数据宝统计显示，东芯股份所属的电子行业，目前整体跌幅为0.11%，行业内，目前股价上涨 的有146只，涨幅居前的有东芯股份、宏微科技、电连技术等，涨幅分别为14.09%、9.54%、6.93%。股 价下跌的有329只，跌幅居前的有鸿日达、福立旺、景旺电子等，跌幅分别为6.10%、5.93%、4.69%。 ...

Group 1: ETF Performance and Liquidity - The Sci-Tech Chip ETF has a turnover rate of 3.52% during trading, with a transaction volume of 1.157 billion yuan [3] - As of July 29, the ETF's latest scale reached 33 billion yuan, marking a one-year high and ranking first among comparable funds [3] - Over the past week, the ETF's share increased by 30 million shares, also ranking first among comparable funds [3] - In the last 21 trading days, the ETF experienced net inflows on 15 days, totaling 3.178 billion yuan [3] - The ETF's financing net purchase amount reached 10.0419 million yuan this month, with a latest financing balance of 1.702 billion yuan [3] - The ETF's net value increased by 74.24% over the past year, ranking first among comparable funds [3] Group 2: Industry Insights and Market Trends - The resurgence of H20 is providing more computing power options for AI application companies, alleviating the shortage of high-end chips and accelerating the commercialization of AI applications [4] - This shift is expected to encourage domestic manufacturers to accelerate product iteration and strengthen the move towards full-stack autonomy, supporting the trend of domestic substitution [4] - As of June 30, 2025, the top ten weighted stocks in the Sci-Tech Chip Index accounted for 57.76% of the index, including major players like SMIC and Cambrian [4] Group 3: Stock Performance - The performance of key stocks in the Sci-Tech Chip Index shows varied results, with SMIC down by 0.87% and Cambrian down by 1.38%, while companies like Langchao Technology saw an increase of 1.37% [6] Group 4: Investment Opportunities - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [7]

本文源自：金融界 作者：金股通 截至7月30日开盘一小时，主力资金流出前20的股票分别为：中银证券（-7.00亿元）、恒生电子（-6.77 亿元）、宁德时代（-5.15亿元）、上海电气（-4.92亿元）、恒宝股份（-4.64亿元）、北方稀土（-4.53 亿元）、四方精创（-4.37亿元）、西藏天路（-4.07亿元）、盛和资源（-4.01亿元）、建设工业（-3.84 亿元）、山河智能（-3.18亿元）、中钨高新（-3.15亿元）、中油资本（-2.94亿元）、比亚迪（-2.80亿 元）、云南锗业（-2.57亿元）、天孚通信（-2.52亿元）、东芯股份（-2.48亿元）、中航沈飞（-2.43亿 元）、中大力德（-2.42亿元）、内蒙一机（-2.11亿元）。 ...

A股早盘芯片股延续强势，存储方向领涨，东芯股份涨超10%，普冉股份、杭州柯林、兆易创新、北京 君正等涨幅靠前。 ...

来源：上海证券报·中国证券网 上证报中国证券网讯 7月29日，半导体芯片股震荡走强，截至9时44分，东芯股份涨超15%，赛微电 子、复旦微电、新恒汇等涨超4%。 ...

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 7月29日东芯股份(688110)收盘价46.00元，收盘涨停，全天换手率11.46%，振幅16.16%，成交额22.06亿 元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 （文章来源：证券时报网） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交7.10亿元， 其中，买入成交额为4.54亿 元，卖出成交额为2.56亿元，合计净买入1.97亿元。具体来看，今日上榜的前五大买入营业部中，沪股 通为第二大买入营业部，买入金额为9023.61万元，营业部合计买入3.63亿元。卖出营业部中，卖出金额 居首的是申万宏源证券有限公司福州古田路证券营业部，卖出金额为6140.69万元。买卖金额相抵，沪 股通今日净买入该股9023.61万元。 资金流向方面，该股今日全天主力资金净流入4197.50万元。（数据宝） 东芯股份7月29日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 广发证券股份有限公司深圳深南东路证券营业部 | 14623.22 | | 沪股通专用 | 9023.61 | | 国泰海通 ...

Group 1 - The core viewpoint of the news is that Dongxin Semiconductor Co., Ltd. has shown significant stock performance with a 20.01% increase in share price, reaching 46.0 yuan as of July 29, 2025 [1] - The company reported a total operating revenue of 142 million yuan for Q1 2025, reflecting a year-on-year growth of 33.90%, while the net profit attributable to shareholders decreased by 33.11% to 59.24 million yuan [1] - The company has a low asset-liability ratio of 3.68%, indicating strong financial health [1] Group 2 - Dongxin Semiconductor has made investments in 4 external companies and participated in 3 bidding projects [2] - The company holds 9 trademark registrations and 61 patents, showcasing its focus on intellectual property [2] - Additionally, Dongxin Semiconductor has obtained 14 administrative licenses, indicating compliance with regulatory requirements [2]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 1.45%, closing at 1070.45 points, with a total trading volume of 4.624 billion shares and a turnover of 169.307 billion yuan, resulting in an average turnover rate of 2.55% [1] - Among the tradable stocks on the STAR Market, 413 stocks closed higher, with 11 stocks rising over 10%, including Dongxin Co., Fangbang Co., and Hexin Instruments, which hit the daily limit [1] - The turnover rate distribution shows that 3 stocks had a turnover rate exceeding 20%, 23 stocks between 10% and 20%, 82 stocks between 5% and 10%, 141 stocks between 3% and 5%, 280 stocks between 1% and 3%, and 60 stocks with a turnover rate below 1% [1] High Turnover Stocks - The stock with the highest turnover rate was Dekeli, which closed up 15.66% with a turnover rate of 26.69% and a trading volume of 1.486 billion yuan [1] - Tiancheng Technology followed with a 12.32% increase and a turnover rate of 24.20%, with a trading volume of 666 million yuan [1] - Other notable stocks with high turnover rates include Yingstone Innovation, Jinchengzi, and Xinyuren, with turnover rates of 21.21%, 19.87%, and 18.37% respectively [1] Sector Analysis - Among stocks with a turnover rate exceeding 5%, 89 stocks rose today, with the highest increases from Dongxin Co. (20.01%), Fangbang Co. (20.00%), and Nanxin Pharmaceutical (17.01%) [2] - The electronics sector had the most stocks with high turnover rates, totaling 31, followed by the pharmaceutical and biotechnology sectors with 29 stocks, and the computer sector with 13 stocks [2] Fund Flow - In terms of fund flow, 57 stocks with high turnover rates saw net inflows from main funds, with significant inflows into Chengdu Xiandai, Shijia Photon, and Yingstone Innovation, amounting to 157 million yuan, 134 million yuan, and 122 million yuan respectively [2] - Conversely, stocks with the largest net outflows included Shangwei New Materials, Huafeng Technology, and Fudan Microelectronics, with outflows of 214 million yuan, 179 million yuan, and 126 million yuan respectively [2] Leverage Fund Movements - A total of 68 stocks with high turnover rates received net purchases from leveraged funds, with notable increases in financing balances for Tiejian Heavy Industry, Shangwei New Materials, and Electric Wind Power, which increased by 450 million yuan, 286 million yuan, and 196 million yuan respectively [2] - Stocks with the largest decreases in financing balances included Huicheng Co., Fudan Microelectronics, and Youfang Technology, with reductions of 81.6152 million yuan, 80.2691 million yuan, and 75.8646 million yuan respectively [2]